35+
Years of advice in New Zealand
MDRT
Top 1% of advisors globally
100%
Independent advice.
No product pushing.
Travel, experiences, family time, the good stuff. Our clients are people who’ve built real income and real assets – and want the financial foundations to be solid enough that they can do exactly that, without the nagging feeling that something’s been left to chance.
They’re not looking for someone to sell them products. They want someone who’ll take the time to understand their situation, explain what’s actually going on, and give them advice they can trust.
That’s what we do.
Earning well, building assets, but wondering if it’s all actually coordinated.
Personal and business finances get tangled fast. We separate them, structure them, protect both.
Buying a home, growing a family, planning for school fees or early retirement.
Each service is built to work with the others – not sold as a separate product. That’s how a financial life actually holds together.
The foundation everything else is built on.
We look at the full picture – where you are, where you want to get to, and what needs to happen in between. Insurance, investments, KiwiSaver – we make sure it all fits together properly.
Cover that fits your life and actually pays when you need it.
Life, trauma, income protection, health. Not a generic policy that gathers dust – a protection strategy built around your situation.
Most Kiwis are in the wrong fund.
Few have ever had it checked.
We review your fund, your contributions, and your strategy – and make sure your retirement savings are actually working.
A strategy built around what you’re working toward.
Beyond KiwiSaver. Quality fund managers, diversified portfolios, plain English. The kind of access that used to only be for high-net-worth investors.
Not just your numbers. You. What you’re building, what matters most, what a good financial life looks like for you. We listen first.
A clear view of where things stand and what needs to change. In plain English. No surprises.
Insurance, investments, KiwiSaver – only what you actually need, set up properly. We handle the detail.
Life changes. Your plan moves with it. We check in, we adapt, and we’re there when things get complicated. You’re not a transaction.
MDRT – the Million Dollar Round Table – is the global benchmark for financial services professionals. Rick and Mat qualify at Top of the Table level and are life members. That’s the top tier of the top 1% of financial advisers worldwide.
It’s not something we mention to impress you. We mention it because it means something. It means our advice is consistently measured against the best advisers in the world – and it meets that bar, every year.
We work closely with every client, taking the time to understand their goals, lifestyle, and future plans. That personal approach is what makes the advice feel clear, practical, and genuinely useful.
Mat sat down and explained what we actually had – not what we’d been sold. We finally understood our own setup. That alone was worth it. Then he found a gap in our income protection that would have hurt us if we’d had to claim.
Sarah & James
Mat is a pleasure to work with. He communicates clearly and genuinely cares about his clients’ goals. I highly recommend Sprout Financial Services.
Briar
I’ve trusted and worked with Mat for 10+ years regarding insurances and always found him to be helpful, proactive, and always available to help our family out with any questions about pour KiwiSaver, Investments or Insurances.
Ash
Let’s talk about what that looks like. No hard sell, no obligation – just a straight conversation about where you’re at and what’s possible.
